WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
1.91M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.06%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -103K | 64K | ||
| Q2 2022 | share | Increase | 0.00% | 64K shares | 2.02M | 64K |